Ft Vest US Equity Moderate B
$42.18-0.3%
-$86.2M
Net Activity
-39.01% total shares
Institutions Holding
113
Popularity Rank
#4325
Avg Weight
0.10%
Total Value
$174.7M
113 institutions currently hold GSEP, with 40 net buyers and 65 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
65
Net Buying Institutions
40
Top 5 by Value
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Across its top 20 institutional holders, GSEP's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 23/100).
GSEP ranks #4325 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
113 institutions disclose a position in GSEP, but none treat it as a major bet — even Schulz Wealth, LTD., its most concentrated holder, allocates just 2.0% of its own portfolio to it.
Concurrent Investment Advisors, LLC has added to its GSEP position for two straight quarters, increasing it by $1.2M to reach $1.8M today.
GSEP is down 0.3% today, and institutions have been net sellers of $86.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$36.5M
Total Buy Value
$144.5M
Total Sell Value
40
Net Buyers
65
Net Sellers
GSEP
Q2 2026
Top 5 Institutional Movers
-$60.2M
-$16.2M
-$9.5M
-$8.9M
-$7.3M
GSEP does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740U711
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Access GSEP's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/GSEPCLI
npx alphasmo stocks get GSEP